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Mount Yale Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Mount Yale Investment Advisors’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-838
Closed -$243K – 1275
2026
Q1 		$243K Buy
+838
New +$255K 0.01% 981
2025
Q3 		– Sell
-1,531
Closed -$376K – 1620
2025
Q2 		$376K Buy
1,531
+319
+26% +$71.8K 0.03% 405
2025
Q1 		$247K Sell
1,212
-2,278
-65% -$478K 0.02% 479
2024
Q4 		$710K Sell
3,490
-13
-0.4% -$2.7K 0.06% 272
2024
Q3 		$726K Sell
3,503
-209
-6% -$40.4K 0.07% 260
2024
Q2 		$681K Sell
3,712
-139
-4% -$27.9K 0.05% 280
2024
Q1 		$819K Sell
3,851
-144
-4% -$29.2K 0.06% 262
2023
Q4 		$832K Buy
+3,995
New +$754K 0.08% 229

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mount Yale Investment Advisors's WTS Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Watts Water Technologies (WTS) in Q2 2026, closing a stake of 838 shares — an estimated $243K sold.

Mount Yale Investment Advisors first reported a position in WTS in Q4 2023 and held it in 8 quarters. The position peaked at $832K in Q4 2023. 579 funds tracked by Wall St. Rank hold WTS as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Watts Water Technologies position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 838 Watts Water Technologies shares in Q2 2026, an estimated $243K.
  • Mount Yale Investment Advisors first reported a position in Watts Water Technologies in Q4 2023 and held it in 8 quarters.
  • Mount Yale Investment Advisors's Watts Water Technologies position peaked at $832K in Q4 2023.
  • 579 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.